Amazon Sees AWS Revenue Climb to $600B by 2036 with AI
CEO Andy Jassy outlined a plan to double AWS annual sales to $600 billion by 2036, up from his prior $300 billion target and implying about a 17% CAGR from 2025’s $128.7 billion. He attributed this potential surge to AI-driven demand growth within Amazon Web Services.
1. AWS Revenue Projection
In an internal address, Andy Jassy said AWS annual sales could reach $600 billion by 2036, doubling his earlier $300 billion outlook. He noted AWS logged $128.7 billion in 2025, indicating a required compound annual growth rate of roughly 17% to meet this target.
2. Growth Drivers and Risks
Jassy highlighted AI services and infrastructure as the primary catalysts for accelerated cloud adoption. However, sustaining 17% annual growth will depend on continued investment in data centers, potential competitive pressures, and customers’ evolving AI deployment timelines.